Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,708 | $93,589-14.8% | $135,942-41.4% | $75,181+6.0% |
| Participation rate | 65.9% | 75.2%-9.3pp | 81.9%-16.0pp | 67.2%-1.3pp |
| Annual return | 16.28% | 30.90%-14.6pp | 68.28%-52.0pp | 160.69%-144.4pp |
| Employer contribution / active EE | $3,385 | $3,537-4.3% | $4,858-30.3% | $2,671+26.8% |
| Participant deferral / active EE | $7,145 | $6,405+11.5% | $7,759-7.9% | $4,126+73.2% |
| Admin fee / account holder | $14,061 | $6,977+101.5% | $10,764+30.6% | $5,650+148.9% |